Retirement plan

JB MACHINERY, INC. AND XDS HOLDINGS DEFINED CONTRIBUTION PLAN

Name: JB MACHINERY, INC. - JB MACHINERY, INC. AND XDS HOLDINGS DEFINED CONTRIBUTION PLAN (2025) Form 5500
Creator: JB MACHINERY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JB MACHINERY, INC. AND XDS HOLDINGS DEFINED CONTRIBUTION PLAN, JB MACHINERY, INC.

JB MACHINERY, INC.EIN 06-1515916Plan #001PY 2025

33 RIVERSIDE AVENUE, 4TH FLOOR - WESTPORT, CT 06880203-544-0101jbmachinery.comLinkedIn11-50 employeespackaging and containers

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.4M

+13.8% from 2024

Total participants

-4.5% from 2024

Average account balance

$198,962

+19.2% from 2024

Annual return

13.18%

-0.70 pp from 2024

Benchmarks

See 5,733 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,733 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$199K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$588K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$12952

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$544K

$14315 / participant

Other / not subdivided$544K100.0%

% of EOY assets

6.510%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$198,962

$97,550+104.0%

$120,344+65.3%

$87,485+127.4%

Participation rate

100.0%

72.8%+27.2pp

76.7%+23.3pp

68.9%+31.1pp

Annual return

13.18%

18.41%-5.2pp

20.30%-7.1pp

26.06%-12.9pp

Employer contribution / active EE

$3,871

$2,291+69.0%

$3,020+28.2%

$2,596+49.1%

Participant deferral / active EE

$11,616

$4,230+174.6%

$5,135+126.2%

$4,274+171.8%

Admin fee / account holder

$12,952

$9,543+35.7%

$12,742+1.6%

$7,775+66.6%

JB MACHINERY, INC. AND XDS HOLDINGS DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JB MACHINERY, INC. AND XDS HOLDINGS DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion